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["All","All","All","All","All"]
["01 - Coach Builder","01 - Track","01 -Aerospace Manufacturing Fitter","01 - Heritage Engineering Aviation Technician","01 - Modern Upholsterer"]
["02 - Electrical","02 - Electrification","02 - Aerospace Manufacturing Electrical / Mechanical & Systems Fitter","02 - Heritage Engineering Marine Technician","02 - Traditional Upholsterer"]
["03 - Mechanical","03 - Overhead Lines","03 - Aircraft Maintenance Fitter/Technician (Fixed & Rotary Wing)","03 - Heritage Engineering Steam (Mechanical Overhaul) Technicians"]
["04 - Mechelec","04 - Signalling","04 -  Airworthiness, Planning, Quality & Safety Technician","04 - Heritage Engineering Steam (Boiler-smith) Technicians"]
[null,"05 - Telecoms","10 - Mechatronics Maintenance Technician","05 - Heritage Engineering Vehicle Mechanical Technicians"]
[null,"06 - Traction & Rolling Stock",null,"06 - Heritage Engineering Coach-building & Trim Technicians"]
[null,"07 - Rail Systems"]

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["GUIDE TO KSB MAPPING  "]
["Applicants must show how their qualification will enable a person to demonstrate that they have attained as many of the knowledge, skills and behaviours set out in the standard as may be reasonably expected by undertaking a course of education. "]
[]
["1. You can map your qualification to one or more occupational standards. "]
["2. Select the occupational standard(s) you wish to map to your qualification from the tabs in this spreadsheet. You may delete sheets/tabs that are not relevant to your qualification. "]
["3. Please fill in the following details in cells B1-7 on your selected tab: Awarding Body/Applicant, Qualification name, Programme title if applicable."]
["4. Please respond to each KSB statement."]
["5. Populate columns C-G as shown in the example at the top of each standard tab. "]
["6. Please be as specific as possible about which content in the qualification aligns to each KSB statement. "]
["7. Submit the completed spreadsheet along with 'Qualification structure' spreadsheet and any documents you have cited in the 'EVIDENCE UPLOAD' part of the application form. Where we have capacity we are happy to feedback on early drafts of your KSB mapping."]
["8. Please contact Ifate.Post16@education.gov.uk if you need further help or guidance on mapping."]

{"sheet":"OCC0766","index":2,"n_rows":47,"n_cols":9,"rows_kept":47,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.0"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","02/04/2020"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0766 - Debt adviser"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["16 - 19 & Adults","Core","K1","How to verify and record customer identity before providing debt advice, in accordance with both data protection (GDPR), Financial Conduct Authority (FCA) regulation and organisational procedures. Debt Advisers will know the procedures for working with formal and informal advocacy and the relevant consents and authority to act.","FULLY MET"]
["16 - 19 & Adults","Core","K2","How to recognise the signs of customer vulnerability, and how to identify the likely impact that has on both the customers’ financial and general well-being. They must know how and when to sign-post the customer to other forms of support.  When to escalate an issue within their own organisation, or externally.","FULLY MET"]
["16 - 19 & Adults","Core","K3","How to establish their customers overall financial circumstances, impact of vulnerabilities, future aspirations, income, outgoings, and debts. How to identify key information likely to affect the customers overall financial situation and decision-making.","FULLY MET"]
["16 - 19 & Adults","Core","K4","The wide potential range of income and capital types such as wages, benefits and savings. How to collect, verify, calculate and manage data relating to the customers income in order to calculate gross, net and disposable income.","FULLY MET"]
["16 - 19 & Adults","Core","K5","Debt types including secured debts (for example mortgage debt), consumer credit debts (for example catalogue debt), priority debt arrear (such as utilities), and informal debts (for instance to friends and family). The Debt Adviser must know the recovery processes and rules for all these debt types. What makes a debt a fraudulent debt and know the procedures needed in these circumstances. The Debt Adviser will know and understand Industry expenditure guidelines.","FULLY MET"]
["16 - 19 & Adults","Core","K6","How to gain the necessary intelligence on the creditor & their typical behaviours, including the creditors normal stance and appetite for interest suppression, negotiation, debt waiver, and legal action.","FULLY MET"]
["16 - 19 & Adults","Core","K7","The range of both debt solutions and expenditure reduction options available, including the costs, benefits, and financial implications for the customer. Income maximisation and the general options available such as employment opportunities and benefit entitlement.","FULLY MET"]
["16 - 19 & Adults","Core","K8","How to access and keep up to date with Financial Conduct Authority rules, guidance and principles relevant to the provision of debt advice / debt counselling.","FULLY MET"]
["16 - 19 & Adults","Core","K9","The ethical standards that the organisation and sector requires of Debt Advisers and the implications of these for the role i.e. Professionalism, honesty, Integrity.","FULLY MET"]
["16 - 19 & Adults","Core","K10","How to create, verify and record customer information securely using an organisations IT system.","FULLY MET"]
[null,null,null,"Skills"]
["16 - 19 & Adults","Core","S1","Correctly identify the customer and/or any customer advocate by applying regulations and organisational procedures. Identifies the likely impact of vulnerabilities on the customers ability to manage their finances and general well-being.","FULLY MET"]
["16 - 19 & Adults","Core","S2","Creates a realistic financial statement and budget for the customer by asking open and closed questions needed to illicit the full facts, including a root-cause analysis. (This will often be in sensitive or difficult circumstances for the customer).","FULLY MET"]
["16 - 19 & Adults","Core","S3","Represent payment offers and customer circumstances to creditors, adjusting the approach to help ensure the best outcome. Actively influences changes in customer behaviour that is in the customers own best-interests, such as adopting life-style changes that will reduce outgoings.","FULLY MET"]
["16 - 19 & Adults","Core","S4","Identifies external stakeholders relevant to the customer. Creates and maintains a network of stakeholders needed to expedite casework effectively and to conclusion.","FULLY MET"]
["16 - 19 & Adults","Core","S5","Recognises their own value within the team and the impact of their actions on others working in it. Collaborates and supports colleagues internally and stakeholders externally to achieve results whilst also being able to work independently. Builds and maintains positive relationships within their own organisation.","FULLY MET"]
["16 - 19 & Adults","Core","S6","Applies organisational quality standards in order to deliver effective outcomes within the risk, regulatory and governance requirements. Plans and prioritises activity accordingly to effectively manage competing work demands.","FULLY MET"]
["16 - 19 & Adults","Core","S7","Adapts the advice provided taking account of the customers history, including for instance previous advice given and whether this was heeded. Considers both their analysis of the evidence and application of the Regulatory Framework to what is most likely to work well, tailored to the individual customer. Recommends a product, combination of products, or sign-points the Customer to other assistance as appropriate.  Articulates to customers who do not wish to proceed with the given recommendation (some of whom may be insistent) why the debt solution recommended is the most appropriate. Take account of the customers own preferences, the term of debt relief and future changes to determine whether alternative solutions are appropriate.","FULLY MET"]
["16 - 19 & Adults","Core","S8","Communicates effectively with customers, colleagues, professional contacts and third parties using written and verbal communication. Offers a clear and full explanation.  Uses suitable empathy with the customer to enable a positive outcome.","FULLY MET"]
["16 - 19 & Adults","Core","S9","Recognise, monitor and respond to debt advice events (such as change in circumstances) that will trigger a new or updated assessment.","FULLY MET"]
[null,null,null,"Behaviours"]
["16 - 19 & Adults","Core","B1","Displays honesty & integrity in actions and approach to work and customers. Is ethical and non-judgmental and demonstrates the principle of utmost good faith. E.g. acts honestly when dealing with customer queries, ensuring they are treated fairly whilst upholding brand values.","FULLY MET"]
["16 - 19 & Adults","Core","B2","Empathetic and un-bias approach to supporting customers. Show the necessary resilience and stand by difficult decisions.","FULLY MET"]
["16 - 19 & Adults","Core","B3","Takes responsibility for their own continuous professional development, and actively records development in their current role.","FULLY MET"]
["16 - 19 & Adults","Core","B4","Both hears and listens actively to what the customer has to say. Has a probing, inquisitive approach to questioning. Provides assuring responses to help engage the customer where needed.","FULLY MET"]
["16 - 19 & Adults","Core","B5","Supports the customer to make their own informed financial and lifestyle decisions. Takes ownership for the customer journey to an appropriate conclusion.","FULLY MET"]
["16 - 19 & Adults","Core","B6","Strives to resolve customer concerns at the earliest opportunity. Receives and handles objections in a calm, professional manner.","FULLY MET"]

{"sheet":"OCC0073","index":3,"n_rows":78,"n_cols":9,"rows_kept":78,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.1"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","17/03/2023"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0073 - Payroll administrator"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","How organisations operate including in terms of the UK sector in which they operate, the constraints and obligations that may apply as a result and how they are obliged to meet those obligations","FULLY MET"]
["Adults Only","Core","K2","The differing role of the payroll department to an organisation’s operation within sectors including compliance with the laws of data protection and the right to confidentiality","FULLY MET"]
["Adults Only","Core","K3","The importance of the ‘customer’ base within an organisation, such as, employees, clients etc ","FULLY MET"]
["Adults Only","Core","K4","How the payroll department interacts with other functions within the organisation. Examples may include accounts, pensions, IT, audit and HR","FULLY MET"]
["Adults Only","Core","K5","How the payroll department interacts with other functions external to the organisation. Examples may include His Majesty's Revenue and Customs (HMRC) and The Pensions Regulator (TPR) ","FULLY MET"]
["Adults Only","Core","K6","The importance of legislation: including the Employment Rights Act 1996 and the Employment Rights (Northern Ireland) Order 1996 (Employment law), the Income Tax (Earnings and Pensions) Act 2003 ('Payroll law') and the Pensions Act 2008 and the Pensions (No. 2) Act (Northern Ireland) 2008 (Pension law specifically for workplace pensions / Auto-Enrolment)","FULLY MET"]
["Adults Only","Core","K7","The impact of devolution on the payroll function, including the sharing of Income Tax regimes and the devolution of employment law","FULLY MET"]
["Adults Only","Core","K8","The different types of workers that may be dealt with by the payroll function and how the differences impact the payroll function, including an Apprentice, Deemed workers, Self-employed, Pensioners, Workers, Office-holders and Volunteers","FULLY MET"]
["Adults Only","Core","K9","The payroll treatment of worker type 'employee' and how this differs from other worker types for payroll tasks","FULLY MET"]
["Adults Only","Core","K10","Types of pay and how these are derived, including Gross, Taxable, NI’able, Pensionable, pay for the Apprenticeship Levy and pay for Student Loan deductions","FULLY MET"]
["Adults Only","Core","K11","The purpose of the Full Payment Submission (FPS) and the Employer Payment Summary (EPS) in terms of payroll within the organisation and compliance with HMRC requirements","FULLY MET"]
["Adults Only","Core","K12","The principles of making payments to subcontractors under the Construction Industry Scheme (CIS) including the verification process, gross payments, payments net of the standard rate and payments net of the higher rate","FULLY MET"]
["Adults Only","Core","K13","The fundamental principles of Benefits-in-Kind, including payrolling, the interaction with Optional Remuneration Arrangements (OpRA) types A and B and year-end reporting obligations","FULLY MET"]
["Adults Only","Core","K14","The principles of Court Orders in the United Kingdom including how the payroll function processes these using software","FULLY MET"]
["Adults Only","Core","K15","Employer obligations for Gender Pay Gap Reporting under the Equality Act 2010, including which employers are required to report and the Gender Pay and Bonus Gap figures that must be reported for example: 1) the percentage of men and women in each hourly pay quarter and 2) mean (average) gender pay gap using hourly pay.","FULLY MET"]
["Adults Only","Core","K16","The relevance of the State Pension for payroll, including the new State Pension (nSP) and basic State Pension (bSP) plus State Pension age reforms","FULLY MET"]
["Adults Only","Core","K17","Awareness of Additional Voluntary Contributions (AVCs) for pensions","FULLY MET"]
["Adults Only","Core","K18","The UK system of employee pensions tax relief, including Net Pay Arrangement schemes, Relief at Source schemes, the Annual Allowance and the Lifetime Allowance","FULLY MET"]
["Adults Only","Core","K19","The implications for payroll of pensioner payroll administration, including National Insurance Contributions","FULLY MET"]
["Adults Only","Core","K20","Workplace pensions and Auto-Enrolment, including the employer’s role in pension provision, staging or duties start date, the qualifying pension scheme, self-certification, declaration and re-declaration of compliance, employer duties for different workers, qualifying earnings and the Automatic-Enrolment processes, deferral, opt ins, opt outs and cessations, monitoring worker status and re-enrolment, communication obligations","FULLY MET"]
["Adults Only","Core","K21","Statutory leave entitlements and any payments that may be due, including, but not restricted to ,Statutory Adoption Leave and Pay, Statutory Paternity Leave and Pay, Statutory Shared Parental Leave and Pay and Statutory Parental Bereavement Leave and Pay","FULLY MET"]
["Adults Only","Core","K22","Statutory deductions, including Income Tax principles (including tax code suffixes and prefixes, rates and bands plus cumulative and non-cumulative operation of PAYE), National Insurance Contributions (including directors’) on all category letters and the Apprenticeship Levy","FULLY MET"]
["Adults Only","Core","K23","New starter obligations for employees including the P45, the Starter Checklist and no or late P45/ Starter Checklist","FULLY MET"]
["Adults Only","Core","K24","The employment law considerations that differentiate the employer’s right to make deductions from pay that are statutory, contractual and voluntary ","FULLY MET"]
["Adults Only","Core","K25","Statutory Sick Pay (SSP) and Statutory Maternity Pay (SMP), including the statutory leave entitlements and the manual calculation of any pay entitlement","FULLY MET"]
["Adults Only","Core","K26","Manual calculation of the following statutory deductions: Income Tax, calculated with reference to the Pay Adjustment and Taxable Pay Tables, National Insurance (not directors') calculated via the Exact Percentage Method on category letters A and H only, Pension contributions, as per workplace scheme rules and Student Loan deductions","FULLY MET"]
["Adults Only","Core","K27","Gross pay to net pay calculations including specified statutory payments and statutory deductions","FULLY MET"]
["Adults Only","Core","K28","Leaver obligations for employees in respect of the P45 and payments after leaving","FULLY MET"]
["Adults Only","Core","K29","Processes and obligations after the payroll run, including reconciliation of the payroll run, RTI submissions and obligations to internal and external organisations such as accounts, audit, pension schemes etc","FULLY MET"]
["Adults Only","Core","K30","Approaches to the statutory regulation and compliance of payroll processing by organisations","FULLY MET"]
["Adults Only","Core","K31","The main taxation, Social Security, employment and pensions legislation as it applies at the workplace, including the obligation to comply and the consequences of non-compliance","FULLY MET"]
["Adults Only","Core","K32","The regulatory bodies that publish compliance guidance that applies to payroll processing, including His Majesty's Revenue and Customs (HMRC) and The Pensions Regulator (TPR) ","FULLY MET"]
["Adults Only","Core","K33","The compliance and penalty regimes that apply to payroll processing, including Real Time Information (RTI) late filing and late reporting, late payment of PAYE liabilities, The Pension Regulator's 'Regulatory approach' regarding workplace pensions and underpayment of National Minimum Wage","FULLY MET"]
["Adults Only","Core","K34","Workplace, payroll, HR, pension and accounting systems and processes and how these support the payroll function to deliver timely and accurate payroll processing","FULLY MET"]
["Adults Only","Core","K35","Approaches to input and validation of data to output of payroll and accounting information using digital technology including at least one computerised payroll system ","FULLY MET"]
["Adults Only","Core","K36","Approaches to the use of spreadsheets to complete payroll data analysis and communication of payroll information  ","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Gather, analyse and process payroll data and information","FULLY MET"]
["Adults Only","Core","S2","Resolve different types of queries that may be presented from payroll customers such as employees, clients, management, explaining and documenting responses","FULLY MET"]
["Adults Only","Core","S3","Deal with complaints, following processes and escalating complex situations ","FULLY MET"]
["Adults Only","Core","S4","Meet client or customer needs in line with service level agreements ","FULLY MET"]
["Adults Only","Core","S5","Provide customer service using agreed systems and processes, taking ownership for work applying agreed processes for checking","FULLY MET"]
["Adults Only","Core","S6","Adhere to deadlines and process schedules both internal and statutory, mitigating the impact on the business, employees and clients of deadlines not being met by reprioritising tasks when dealing with conflicting or changing demands","FULLY MET"]
["Adults Only","Core","S7","Select appropriate media for communication etc recognising the advantages and risks related to each method","FULLY MET"]
["Adults Only","Core","S8","Escalate concerns relating to deadlines in a timely manner, suggesting solutions","FULLY MET"]
["Adults Only","Core","S9","Use the appropriate communication media for each stakeholder for each situation. Examples may include ‘phone, face-to-face, email and letters, communicating and engaging professionally, accurately and appropriately, respecting the principles of data protection and confidentiality ","FULLY MET"]
["Adults Only","Core","S10","Build and maintain trust and sound relationships with stakeholders to deliver quality payroll services","FULLY MET"]
["Adults Only","Core","S11","Develop and maintain strong working relationships with team colleagues, supporting and collaborating to achieve results, seeking advice when appropriate within parameters of the role","FULLY MET"]
["Adults Only","Core","S12","Use computerised payroll software and spreadsheet packages such as MS Excel","FULLY MET"]
["Adults Only","Core","S13","Use systems and processes to support the payroll function. Examples may include the provision of accounting information and the Real Time Information submissions to His Majesty's Revenue and Customs (HMRC)","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Display honesty & integrity in actions and approach to the sector, organisation and profession. Respects the ethical principles of confidentiality","FULLY MET"]
["Adults Only","Core","B2","React and actively respond to business changes and challenges, demonstrating flexibility, maintaining high standards and seeking clarity in instructions","FULLY MET"]
["Adults Only","Core","B3","Takes a positive approach to testing information, applying professional scepticism to identify and interpret payroll risks and problems. Examples may include considering statutory and contractual obligations and testing data against the facts","FULLY MET"]
["Adults Only","Core","B4","Take ownership of problems through to resolution, recognising own remit and escalating as necessary","FULLY MET"]
["Adults Only","Core","B5","Take responsibility for continuous personal and professional development, displaying self-motivation to keep up-to-date with knowledge and skills relevant to the job role","FULLY MET"]
["Adults Only","Core","B6","Recognise the scope for sustainable outcomes in their actions and approaches to the role, performing duties respecting environmental good practice (specific to both the occupation and those recognised externally).  This may be, for example, prioritising practices that contribute to minimising or reversing climate change such as promoting the use of online payslips ","FULLY MET"]
["Adults Only","Core","B7","Work within the role parameters, understanding personal impact on other team members and the wider team including in respect of equity, diversity and inclusion","FULLY MET"]

{"sheet":"OCC0474","index":4,"n_rows":44,"n_cols":9,"rows_kept":44,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.0"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","04/12/2017"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0474 - Motor finance specialist"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["16 - 19 & Adults","Core","K1","Market Awareness: How brands and finance companies offer their products, their criteria and how regulation affects the sales of Motor Finance funding.\nHow the full portfolio of products can facilitate or affect the sales of vehicles.","FULLY MET"]
["16 - 19 & Adults","Core","K2","Motor Finance Products: The range of types and structures of vehicle funding and related products, their features/benefits and how they may apply to customers e.g. ownership / non-ownership products; extended / cosmetic warranty; paint protection","FULLY MET"]
["16 - 19 & Adults","Core","K3","Regulatory, Taxation and Compliance: The regulatory and legislative environment for Motor Finance and the impact of this on their role. How the principles of legislation, taxation and VAT could affect the choice of funding method used by the customer. The detailed regulation, tax and compliance rules for the products that they support.","FULLY MET"]
["16 - 19 & Adults","Core","K4","Business Awareness: Their organisation’s business strategy, culture and role within the Motor Finance sector. How their own role fits within the wider organisation and Motor Finance industry.\nHow their role impacts and benefits the customers of their organisation.","FULLY MET"]
["16 - 19 & Adults","Core","K5","Systems and processes: The detail of all systems and processes used in the role together with the standards to be met, including IT tools. ","FULLY MET"]
["16 - 19 & Adults","01: Finance company","K6","Operational Processes: The detail of relevant operational processes e.g. underwriting, payouts, dealer support. The finance company “back office” functions of collections, customer service, finance, dealer development and sales support etc, together with how their role interfaces with them\nHow legislation and the wider finance sector affects the market and creates product portfolios in the Motor Finance Sector.","FULLY MET"]
["16 - 19 & Adults","01: Finance company","K7","Business Understanding: The Finance Company role in the lifecycle of a vehicle / customer.\nThe Intermediary (as customer) and/or end customer requirements to maintain controls over cash-flow, performance and achievements of targets in order to ensure the Motor Finance department is a critical income / cost centre.","FULLY MET"]
["16 - 19 & Adults","02: Retailer consultant","K8","Funding Product Benefits: The detail of relevant finance products, how to structure them and create solutions that meet customer needs for private and/or business users. The legislative / compliance requirements and how to explain the customer’s contractual obligations.","FULLY MET"]
["16 - 19 & Adults","02: Retailer consultant","K9","Business Understanding: The requirements to maintain controls over cash-flow, performance and achievements of targets in order to ensure the Motor Finance department is a critical income / cost centre.","FULLY MET"]
["16 - 19 & Adults","02: Retailer consultant","K10","Buying / Selling Behaviours: Why customers buy, what motivates them to buy and typical types of customers.","FULLY MET"]
[null,null,null,"Skills"]
["16 - 19 & Adults","Core","S1","Customer Service: Deliver excellent service, meeting customer needs and delivering fair customer outcomes e.g. producing quotations or reports. Handle a range of situations including dealing with complaints appropriately.","FULLY MET"]
["16 - 19 & Adults","Core","S2","Delivering results: Deliver work that meets required quality, standards and targets, using the required systems and processes. Take the initiative to meet challenging individual and team performance measures in line with organisation policy, values, standards and legal/regulatory requirements.\nPlan and manage own workload effectively, responding to changes when necessary.","FULLY MET"]
["16 - 19 & Adults","Core","S3","Communication: Demonstrate good interpersonal skills, communicating effectively and appropriately with all stakeholders e.g. customers, Intermediary staff / management and Finance Company teams. Use a range of media to communicate well e.g. phone, email, letter, face to face, social media.","FULLY MET"]
["16 - 19 & Adults","Core","S4","Team working and collaboration: Consistently support colleagues and collaborate to achieve results. Build and maintain strong working relationships with colleagues and clients e.g. sales teams, customer service teams and all levels of management. Is aware of own role within team and impact on others.","FULLY MET"]
["16 - 19 & Adults","Core","S5","Personal Development: Proactively plans and records their own development in both current role and career through a range of methods e.g. workplace learning, professional courses. Seek feedback and act on it to improve their performance. Build their own capability through ownership of their own development, in consultation with their manager. Keep up to date with relevant changes. ","FULLY MET"]
["16 - 19 & Adults","01: Finance company","S6","Analysis and Decision making: Analyse a range of information contained in applications, comparing them against relevant criteria to reach an appropriate decision / recommendation. Identify non-standard situations and escalate when required. Produce relevant management / regulatory reports.","FULLY MET"]
["16 - 19 & Adults","01: Finance company","S7","Continuous improvement: Identify opportunities to improve work practices. Take ownership of specific changes through to implementation where appropriate.","FULLY MET"]
["16 - 19 & Adults","02: Retailer consultant","S8","Consultative Selling: Demonstrate good customer listening and understanding skills to match product features to their needs and requirements, in order to create benefits for the customer. Follow and maintain processes to ensure compliance whilst enabling customers to make informed decisions.\nDemonstrate they can follow a defined sales process.","FULLY MET"]
[null,null,null,"Behaviours"]
["16 - 19 & Adults","Core","B1","Integrity: Truthful, sincere and trustworthy in their actions. Shows integrity by doing the right thing, in line with employer policies/legislation/compliance etc. Maintains appropriate confidentiality at all times.","FULLY MET"]
["16 - 19 & Adults","Core","B2","Commitment and Enthusiasm: Demonstrates enthusiasm and dedication. Willing to suggest / share new ideas and opportunities for change.","FULLY MET"]
["16 - 19 & Adults","Core","B3","Adaptability: Accepts changing work priorities and patterns when new jobs need to be done and adapts to business change.","FULLY MET"]
["16 - 19 & Adults","Core","B4","Resilience: Displays energy and enthusiasm in the way they go about their role, dealing positively with setbacks when they occur. Stays positive under pressure.","FULLY MET"]

{"sheet":"OCC0175","index":5,"n_rows":43,"n_cols":9,"rows_kept":43,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.0"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","31/10/2016"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0175 - Advanced credit controller and debt collection specialist"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Credit Management and debt collection: Good understanding of the principles of credit management and debt collection together with a sound understanding of organisational policies and techniques used in their role.","FULLY MET"]
["Adults Only","Core","K2","Legal, regulatory and compliance: Good understanding of the legal, regulatory, risk and compliance framework within which they operate, with a sound understanding of relevant legal, risk and compliance requirements for their role, e.g. relevant commercial or consumer credit law, credit management policies, data protection, treating customers fairly, complaints handling, potentially fraudulent transactions, including anti-money laundering arrangements and relevant financial and/or sector regulatory requirements depending on the focus of their role.","FULLY MET"]
["Adults Only","Core","K3","Industry and organisation understanding: Understands professional standards; the commercial context, nature and priorities of the organisation they work in; the end to end customer journey; how customers manage their money, e.g. as individuals or businesses; organisational ‘values’; and where their role fits in the organisation. Understands the different areas of the organisation that they need to work with to deliver the best solution for the customer and business, and the nature of interactions with them, e.g. with Sales, Customer Services, Underwriting.","FULLY MET"]
["Adults Only","Core","K4","Products and services: Broad understanding of the products and services offered to customers by their organisation, together with sound knowledge of the products and services that they support, including their features and benefits, together with how their role supports the delivery of these products and services.","FULLY MET"]
["Adults Only","Core","K5","Systems and processes: In-depth understanding of the systems, tools and processes used in the role (see examples in the Standard), together with the standards to be met, including IT tools.","FULLY MET"]
["Adults Only","01: Advance collections","K6","Technical requirements: Understands the detailed technical requirements and organisational policies and/or procedures that apply to their role. (For a Commercial role this may include understanding and interpreting contractual and company information, including accounts; dealing with multi-site organisations. For a Consumer role this may include understanding income and/or expenditure information; multiple debt situations; how to identify and handle vulnerable customers).","FULLY MET"]
["Adults Only","02: Credit risk","K7","Regulatory and organisation requirements: Understands the business environment, regulatory requirements and organisational policies and/or procedures that provide the framework for assessing credit risk. Understands and know how to use relevant information and specialist tools.","FULLY MET"]
["Adults Only","03: Enforcement and recovery","K8","Regulatory and organisation requirements: Understand the legal and/or regulatory requirements and organisational policies and/or procedures that provide the framework and trigger points for enforcement and/or recovery action. Know the range of options, both internal and external, that are available.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Managing relationships with customers: Delivers excellent service, identifying and meeting customer needs. Develops strong, positive and sustained relationships with customers, recognising the business context of their relationship and their importance to the organisation while dealing with a difficult topic. Uses questioning effectively to fully understand the customer’s financial situation or specialist needs and requirements(as identified through triggers or other recognised frameworks) and develop acceptable solutions. Able to identify, defuse, resolve difficult and sensitive and/or vulnerable situations professionally when they occur, e.g. relationship breakdowns, fraud, disputes, mental health problems, insolvencies, working to sustain a positive relationship with the customer.","FULLY MET"]
["Adults Only","Core","S2","Communication: Actively listens to understand the customer’s circumstances. Communicates effectively with customers and colleagues at all levels, building rapport and defusing emotive situations. Uses sound interpersonal skills, a range of media, e.g. phone, email, SMS, letter and face-to-face and appropriate language, e.g. avoiding jargon.","FULLY MET"]
["Adults Only","Core","S3","Negotiation and decision making: Uses a range of negotiating skills to work with customers to identify mutually acceptable solutions and outcomes to credit and debt issues, within organisational and compliance guidelines, e.g. negotiating sustainable repayment plans. Follows through and re-negotiates sensitively in difficult situations, e.g. defaults. Takes ownership through to resolution, escalating where necessary.","FULLY MET"]
["Adults Only","Core","S4","Delivering results: Uses a wide range of systems and processes to deliver services to customers. Takes the initiative to meet challenging individual and team performance measures in line with organisation policy, values, standards and legal and/or regulatory requirements. Carries out a range of tasks which may include proactive contact with customers to collect outstanding balances and/or debt; cash allocation, journals and reconciliations; managing ledgers; producing required reports; maintaining accurate records of communications and actions; dispute resolution; actioning and/or recommending write offs. Plans and organises work to meet their commitments and/or KPIs. Takes ownership through to completion, escalating when outside the boundaries of their role, e.g. potential legal issues, customers in vulnerable situations.","FULLY MET"]
["Adults Only","Core","S5","Teamwork: Consistently supports colleagues and collaborates to achieve results. Builds and maintains good working relationships within teams and with other business areas, e.g. Sales, Compliance and Quality team. Aware of own role in the team and the impact on others.","FULLY MET"]
["Adults Only","Core","S6","Continuous improvement: Identifies opportunities to improve work practices. Takes ownership of specific changes through to implementation where appropriate","FULLY MET"]
["Adults Only","Core","S7","Personal development: Seeks feedback and acts on it to improve their performance. Builds their own capability through ownership of their own development, in consultation with their manager. Keeps up to date with relevant changes. Supports others in their development through mentoring and coaching where appropriate.","FULLY MET"]
["Adults Only","01: Advance collections","S8","Managing complex relationships: Able to deal with relatively complex customer relationships, resolving issues (including complaints) and making recommendations outside standard processes where the customer’s situation requires this. (For a Commercial role this may include dealing with significant corporate or other third party relationships. For Consumer roles this may include dealing with customers in vulnerable circumstances identifying their ‘state of mind’ and developing appropriate solutions with them.)","FULLY MET"]
["Adults Only","02: Credit risk","S9","Analysis and decision making: Able to review and analyse customer applications, seek additional information where necessary and make decisions on credit limits in line with regulatory and organisational requirements, referring upwards where necessary.","FULLY MET"]
["Adults Only","03: Enforcement and recovery","S10","Analysis and decision making: Able to review and analyse the customer’s situation and make decisions on appropriate enforcement and/or recovery action in line with regulatory and organisational requirements. Takes decisions that maximise the outcome for the organisation and are appropriate given the customer’s engagement.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Integrity: Truthful, sincere and trustworthy in their actions. Shows integrity by doing the right thing. Maintains appropriate confidentiality at all times.","FULLY MET"]
["Adults Only","Core","B2","Flexibility: Adapts positively to changing work priorities and procedures when new tasks need to be done or business requirements change.","FULLY MET"]
["Adults Only","Core","B3","Resilience: Displays energy and enthusiasm in the way they go about their role, dealing positively with setbacks when they occur. Stays positive under pressure.","FULLY MET"]

{"sheet":"OCC0362 (Revised)","index":6,"n_rows":60,"n_cols":9,"rows_kept":60,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.1"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","21/03/2023"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0362 - Compliance and risk officer"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
[null,null,"K1","Legal and regulatory framework relative to their industry."]
[null,null,"K2","Role of the different regulators and the implications of non-compliance for the organisation."]
[null,null,"K3","Legal and regulatory requirements, for example the Financial Conduct Authority handbook, and the policies and procedures to implement these requirements."]
[null,null,"K4","Risoperational risk, financial crime, know your customer, training and competence, approved persons, conduct risk, complaints, data security."]
[null,null,"K5","Range and purpose of organisations that are found in their wider industry, and their own organisation’s position within this landscape."]
[null,null,"K6","Functions of the organisation and their relationship with risk and compliance policies and procedures."]
[null,null,"K7","Impact that the external environment and legal and regulatory requirements have on the organisation and on their industry."]
[null,null,"K8","Products and services offered to customers within their organisation and their industry relative to their role."]
[null,null,"K9","Approach to delivering fair customer outcomes such as identifying vulnerable customers."]
[null,null,"K10","Professional standards, best practice and how these are applied."]
[null,null,"K11","Systems, tools and processes that assist in identifying, managing and mitigating compliance and risk issues."]
[null,null,"K12","Audit requirements and the responsibilities of the auditor and auditee."]
[null,null,"K13","Policies and procedures for the identification and escalation of compliance issues and risks."]
[null,null,"K14","Planning, prioritising and time management techniques."]
[null,null,"K15","Communication methods, verbal, non-verbal, written and how to adapt to different audiences."]
[null,null,"K16","Digital tools for research, analysis, and presentation of data through visualisation techniques."]
[null,null,"K17","Data protection legislation and the processes for sharing and storing information safely and securely including risks to data from cybercrime."]
[null,null,"K18","Green and sustainable policies and practices and the role they play in the finance sector and how to minimise negative impacts on environmental sustainability within the context of the role."]
[null,"Core",null,"Skills"]
[null,null,"S1","Implement legal and regulatory framework requirements."]
[null,null,"S2","Deliver risk and compliance services to stakeholders using organisational systems and processes."]
[null,null,"S3","Plan and organise workloads to meet individual and team performance targets."]
[null,null,"S4","Identify ways to reduce and mitigate incidents of non-compliance."]
[null,null,"S5","Escalate compliance and risk issues where appropriate in line with organisational procedures."]
[null,null,"S6","Manage records in order to meet audit requirements of the organisation."]
[null,null,"S7","Produce evidence-based reports and management information for stakeholders considering visualisation techniques."]
[null,null,"S8","Select and use communication methods applicable to the audience and circumstances, for example, presentations, phone, face to face, email, virtual meetings."]
[null,null,"S9","Communicate about products with customers, colleagues or stakeholders in various styles such as visually, verbally, written, using e-comms."]
[null,null,"S10","Build and maintain working relationships."]
[null,null,"S11","Identify own training needs and seek feedback to improve performance and service delivered."]
[null,null,"S12","Apply continuous improvement techniques in delivering improved compliance outcomes and mitigating risks."]
[null,null,"S13","Record information electronically and make uManagement Information Systems (MIS), spreadsheets, presentation software, word processing, email, virtual communication."]
[null,null,"S14","Handle data safely and securely and share information in compliance with data protection legislation and organisation’s policy."]
[null,"Core",null,"Behaviours"]
[null,null,"B1","Acts in a professional and ethical manner"]
[null,null,"B2","Maintain confidentiality and act with due care and diligence."]
[null,null,"B3","Seeks to continuously improve and develop themselves and their team"]
[null,null,"B4","Adapt to, and resilient in, challenging or changing situations."]
[null,null,"B5","Keeps up to date with relevant legal, regulatory and other changes affecting the industry."]
[null,null,"B6","Collaborate with and support colleagues."]

{"sheet":"OCC0362","index":7,"n_rows":43,"n_cols":9,"rows_kept":43,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.1"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","21/03/2023"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0362 - Compliance and risk officer"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Risk and compliance framework: Broad understanding of the financial services legal and regulatory framework, the role of the different regulators (if appropriate), the implications of non-compliance for the organisation.","FULLY MET"]
["Adults Only","Core","K2","Risk and compliance policies and procedures: sound understanding of the specific risk and compliance requirements for their role e.g. operational risk, financial crime, know your customer, training and competence, approved persons, conduct risk, complaints, data security. This should include both the actual legal and regulatory requirements eg financial conduct authority (FCA) handbook and the policies and procedures used by the organisation to implement these requirements.","FULLY MET"]
["Adults Only","Core","K3","Industry and company understanding: Understands the role their organisation plays in financial services, the business they work in, the products and services offered to customers, the organisation’s approach to delivering fair customer outcomes, its ‘Values’, professional standards, and where their role fits in the business. Understands the function of the different areas of the organisation they need to work within their role. Basic understanding of the impact the external environment has on financial services and relevant best practice.","FULLY MET"]
["Adults Only","Core","K4","Systems and processes: Understands the systems, tools and processes used in the role, together with the standards to be met, including IT tools.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Delivering services: Uses a wide range of company systems and processes to deliver services to customers and colleagues. This may include advice to customers and colleagues based on regulatory requirements and organisation policies; working with suppliers on data security; internal reviews and audits and follow up; ensuring accurate records e.g. approved persons; supporting formal committees.","FULLY MET"]
["Adults Only","Core","S2","Delivering services: Proactively meets challenging individual and team performance measures in line with company policy, Values, standards and regulatory requirements.","FULLY MET"]
["Adults Only","Core","S3","Delivering services: Plans and organises their work, focusing on priorities, to meet commitments and KPIs, including regulator deadlines. Escalates when required.","FULLY MET"]
["Adults Only","Core","S4","Analysis and problem solving: Analyses relatively straightforward risk and compliance problems, investigating issues e.g. fraudulent transactions, and recommending solutions. Works with data, analysing and producing required reports and management information for internal and/or external e.g. FCA use. Able to read and interpret reports, summarising required information.","FULLY MET"]
["Adults Only","Core","S5","Communicating and influencing: Writes clear and concise reports and recommendations in a way that is meaningful to the recipient.","FULLY MET"]
["Adults Only","Core","S6","Communicating and influencing: Deals effectively with customers and colleagues, using sound interpersonal skills and communicating well through a range of media using appropriate language e.g. phone, face to face, email. Listens actively to understand needs and adapts their style to the recipient. Influences others to ensure compliance and risk requirements are met, when appropriate.","FULLY MET"]
["Adults Only","Core","S7","Teamwork: Builds and maintains strong working relationships with customers, colleagues, suppliers as appropriate. ","FULLY MET"]
["Adults Only","Core","S8","Teamwork: Consistently supports colleagues at all levels and collaborates to achieve results. Aware of their own role in the team and impact on others.","FULLY MET"]
["Adults Only","Core","S9","Continuous improvement: Identifies opportunities to improve performance and service delivered. Takes ownership of specific changes that impact their role","FULLY MET"]
["Adults Only","Core","S10","Personal development: Keeps up to date with relevant legal and regulatory changes. Seeks feedback and acts on it to improve their performance.","FULLY MET"]
["Adults Only","Core","S11","Personal development: Builds their own capability through ownership of their own development, working with their manager.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Honesty and integrity: Truthful, sincere and trustworthy in their actions.","FULLY MET"]
["Adults Only","Core","B2","Honesty and integrity: Shows integrity by doing the right thing.","FULLY MET"]
["Adults Only","Core","B3","Honesty and integrity: Maintains appropriate confidentiality at all times.","FULLY MET"]
["Adults Only","Core","B4","Flexibility: Adapts positively to changing work priorities and patterns when new tasks need to be done or requirements change.","FULLY MET"]
["Adults Only","Core","B5","Resilience: Displays energy and enthusiasm in the way they go about their role, dealing positively with setbacks when they occur.","FULLY MET"]
["Adults Only","Core","B6","Resilience: Stays positive under pressure.","FULLY MET"]

{"sheet":"OCC0002","index":8,"n_rows":53,"n_cols":9,"rows_kept":53,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.2"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","01/08/2023"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0002 - Assistant accountant"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Principles of financial accounting, adjustment and reporting including calculation and input of accruals and prepayments, maintenance of the fixed asset register, accounting for asset purchase and disposal, depreciation, and financing.","FULLY MET"]
["Adults Only","Core","K2","Principles of management accounting for example, the principles of provision of costings, awareness of monthly and rolling forecasting and including the principles of financial planning, the calculation of income and expenditure budgets, budget holder sign off, and the investigation and reporting of variances to budgets.","FULLY MET"]
["Adults Only","Core","K3","Principles of creating and maintaining financial records including accounts payable, accounts receivable, cash management and principles of payroll.","FULLY MET"]
["Adults Only","Core","K4","Fundamentals of potential vulnerabilities within systems of financial control such as internal fraud and money laundering.","FULLY MET"]
["Adults Only","Core","K5","Fundamentals of indirect taxation including approaches to completing indirect tax returns and supporting documentation and records.","FULLY MET"]
["Adults Only","Core","K6","Fundamentals of digital financial and accounting packages and applications including the maintenance of key databases, spreadsheets, data analytics and the appropriate use of data to provide information.","FULLY MET"]
["Adults Only","Core","K7","Principles of cyber-security and working safely online within a finance and accounting context.","FULLY MET"]
["Adults Only","Core","K8","Principles of data security and legislative requirements regarding data handling in a financial and accounting context.","FULLY MET"]
["Adults Only","Core","K9","Approaches to diversity, inclusion and cultural awareness and their impact on finance and accountancy.","FULLY MET"]
["Adults Only","Core","K10","The role of accountancy or finance within the organisational business strategy. ","FULLY MET"]
["Adults Only","Core","K11","The wider financial and accounting professional landscape including the requirement to stay abreast of changes in technology and practice and awareness of the role of regulators and professional bodies.","FULLY MET"]
["Adults Only","Core","K12","The principles of professional ethics and codes of conduct in a finance and accounting environment.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Assist with the investigation and response to financial information queries. ","FULLY MET"]
["Adults Only","Core","S2","Record and analyse financial data using the organisation’s standard tools and processes.","FULLY MET"]
["Adults Only","Core","S3","Apply double entry bookkeeping and accounting standards to process financial documents, generate financial statements and report financial information to users of accounts.","FULLY MET"]
["Adults Only","Core","S4","Assist with production of accurate financial information for the preparation of accounts.","FULLY MET"]
["Adults Only","Core","S5","Reconcile financial data, such as, preparation of reconciliations or review of reconciliations.","FULLY MET"]
["Adults Only","Core","S6","Investigate, resolve or escalate transactional queries and errors within their remit as appropriate.","FULLY MET"]
["Adults Only","Core","S7","Develop and maintain effective working relationships with stakeholders.","FULLY MET"]
["Adults Only","Core","S8","Communicate financial information in a way that non-finance stakeholders can interpret and understand.","FULLY MET"]
["Adults Only","Core","S9","Utilise digital skills to present key financial information using finance and accounting software and applications.","FULLY MET"]
["Adults Only","Core","S10","Use software packages to assist with basic accounting tasks in line with cyber and data security requirements, using data securely and safely, including backing up data.","FULLY MET"]
["Adults Only","Core","S11","Communicate using varying approaches and different media methods with an appreciation of the risks and benefits to the business of social media and other digital applications.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Collaborative and inclusive - builds strong collaborative working relationships recognising the importance of diversity and inclusion.","FULLY MET"]
["Adults Only","Core","B2","Ethical and Professional - applies a transparent, objective and sustainable manner to meet the ethical requirements of the profession.","FULLY MET"]
["Adults Only","Core","B3","Organised with an attention to detail – organises work efficiently and effectively to meet required targets, escalating queries or problems as appropriate. Demonstrates a professional approach to working to deadlines.","FULLY MET"]
["Adults Only","Core","B4","Embracing change - accepts changing priorities and working requirements readily and has the flexibility to maintain high standards in a changing environment.","FULLY MET"]
["Adults Only","Core","B5","Engaging with wider stakeholders and keeping up to date with changes in the finance industry which impact their organisation or role.","FULLY MET"]
["Adults Only","Core","B6","Wellbeing and resilience – demonstrates a commitment to personal wellbeing and an awareness of support and resources available. Contributing to cultivating an open, honest, and empathetic work environment.","FULLY MET"]
["Adults Only","Core","B7","Professional judgement – applying a critical eye to transactions and trends for reasonableness, demonstrating a ‘right first time approach’.","FULLY MET"]
["Adults Only","Core","B8","Carry out the duties of their role by reference to sustainability good practice whether specific to their occupation or externally recognised. For example, by prioritising practices in their work that contribute to minimising or reversing climate change by reducing the use of non-renewable resources.","FULLY MET"]

{"sheet":"OCC0187","index":9,"n_rows":56,"n_cols":9,"rows_kept":56,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.1"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","12/08/2023"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0187 - Pensions administrator"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Key principles of pension schemes or plans including the structure of pensions schemes or plans and the different roles involved in running a scheme or plan.","FULLY MET"]
["Adults Only","Core","K2","An awareness of the Regulatory and Compliance landscape for pensions and the impact of this on the role of pensions administrator. ","FULLY MET"]
["Adults Only","Core","K3","The difference between providing information, guidance and advice in regard to pensions.","FULLY MET"]
["Adults Only","Core","K4","Organisational business strategy, culture and how the role of the pensions administrator fits within this.","FULLY MET"]
["Adults Only","Core","K5","Their organisation's place within the pensions industry. ","FULLY MET"]
["Adults Only","Core","K6","Principles of pensions processes and procedures used to administer pensions including quality and compliance standards applicable to the role.","FULLY MET"]
["Adults Only","Core","K7","Principles of scheme or plan benefits including interpreting relevant pension scheme or plan information and benefits payable including interpretation of scheme or plan documentation, performance of pension calculations and checks for reasonableness.","FULLY MET"]
["Adults Only","Core","K8","Awareness of the roles and responsibilities of Trustees including how Trustee boards are comprised and run. ","FULLY MET"]
["Adults Only","Core","K9","Complaints procedures and processes including identification of complaints and options for resolution. ","FULLY MET"]
["Adults Only","Core","K10","Principles of software packages to administer pensions and provide performance data.","FULLY MET"]
["Adults Only","Core","K11","Approaches to keeping data secure.","FULLY MET"]
["Adults Only","Core","K12","Principles of working safely and securely online including awareness of cyber-security and specific vulnerabilities to cyber-attack for financial sector organisations.","FULLY MET"]
["Adults Only","Core","K13","Communication styles including the risks and benefits between different communication channels for example online collaborative tools, instant messaging, email and phone.","FULLY MET"]
["Adults Only","Core","K14","Principles of continuous improvement within the organisation.","FULLY MET"]
["Adults Only","Core","K15","Fundamentals of Responsible Investment (RI) and Environment, Social and Governance (ESG) matters, including climate change, their organisations approach to and polices for managing these issues. ","FULLY MET"]
["Adults Only","Core","K16","Fundamentals of equity, diversity and inclusion in the workplace for example wider services that are available to support customers with specific needs such as those who are non-English speaking, non-verbal or profoundly deaf.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Deliver expected customer service establishing customer needs, in line with the service standards and the regulatory framework.","FULLY MET"]
["Adults Only","Core","S2","Deliver pensions administrative tasks that meet required the quality standards as set out by the organisation.","FULLY MET"]
["Adults Only","Core","S3","Tailor the use of interpersonal skills and communication channels to meet the needs of stakeholders.","FULLY MET"]
["Adults Only","Core","S4","Work in a team and collaborate to support colleagues to achieve results such as meeting or exceeding service standards and organisational goals.","FULLY MET"]
["Adults Only","Core","S5","Plan, manage and prioritise own workload effectively.","FULLY MET"]
["Adults Only","Core","S6","Identify pension problems, identify the appropriate course of action and suggest or support solutions.","FULLY MET"]
["Adults Only","Core","S7","Use digital systems to carry out pensions administrative tasks and generate key metrics such as performance information.","FULLY MET"]
["Adults Only","Core","S8","Use digital systems and applications safely and securely, in accordance with data security policies.","FULLY MET"]
["Adults Only","Core","S9","Calculate member benefits accurately and apply the terms of the relevant pension scheme or plan.","FULLY MET"]
["Adults Only","Core","S10","Maintain robust and accurate schedules, records and systems of pension administrative activities.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Professional  -  Acts in a professional manner with integrity and confidentiality.  ","FULLY MET"]
["Adults Only","Core","B2","Accountability - Has accountability and ownership of their tasks and workload.","FULLY MET"]
["Adults Only","Core","B3","Commitment and Enthusiasm - Demonstrates enthusiasm and dedication. Willing to suggest or share new ideas and opportunities for change. For example, volunteers for additional ad hoc tasks or projects.","FULLY MET"]
["Adults Only","Core","B4","Adaptability - Works flexibly and adapts to circumstances, proactively responding to changes when necessary.","FULLY MET"]
["Adults Only","Core","B5","Collaborative - Works collaboratively with stakeholders and colleagues across the organisation.","FULLY MET"]
["Adults Only","Core","B6","Personal Effectiveness - Deals with challenges and meets targets.  Takes responsibility, shows initiative and is organised.","FULLY MET"]
["Adults Only","Core","B7","Personal Development - Seeks learning opportunities and continuous professional development.","FULLY MET"]
["Adults Only","Core","B8","Efficient - Ensures resources are used sustainably. For example use of targeted electronic communications to reduce carbon footprint.  ","FULLY MET"]

{"sheet":"OCC0181","index":10,"n_rows":35,"n_cols":9,"rows_kept":35,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.0"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","27/08/2015"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0181 - Investment operations technician"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Industry and company understanding: Broad understanding of the role and structure of the Financial Services industry, the role and purpose of markets and the principles of investing.; the role of the function in which they work and how this role relates to other support functions within the organisation and corresponding banks and firms.","FULLY MET"]
["Adults Only","Core","K2","Regulatory & compliance: Understands the Financial Services regulatory framework and how the relevant rules and principles apply to their own role and within their team. Has a good understanding of market and operational risks that may impact their role, departmental activities, the organisation, clients and industry counterparties. Understands what constitutes appropriate market, business and personal conduct.","FULLY MET"]
["Adults Only","Core","K3","Products: Good understanding of the purpose & technical content of the financial instruments and/or products supported by the role, including the client need that is met by the product.","FULLY MET"]
["Adults Only","Core","K4","Systems & processes: Proficient in the IT skills, systems and processes required to deliver the role outcomes. Aware of how these support and fit within the corresponding markets and counterparty organisations. Able to conduct an entire process independently with reliable results.","FULLY MET"]
["Adults Only","Core","K5","Client Service and Relationships: Knows the principles/tools of excellent client service and company standards required in their role. Understands the service requirements between markets, counterparties and different types of clients.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Service delivery: Capable of performing non- complex tasks to consistently high standards of client service, timeliness, accuracy and attention to detail. For example, ensures the timely preparation and accuracy of computerised cash position, valuation, and client reports; monitors and processes the timely allocation of investment income to client account; Ensures that client instructions relating to increasing or liquidating their investments are communicated and processed promptly. Manages own workload and adheres to agreed systems and processes. Meets required risk, regulatory and governance requirements.","FULLY MET"]
["Adults Only","Core","S2","Communication: Demonstrates high quality written and verbal communication skills with both clients and colleagues. Builds and maintains good relationships with clients and counterparties. Handles everyday situations and issues that arise within the context of their job role. Ensures transactions arising from corporate actions are correctly communicated and allocated to client accounts.","FULLY MET"]
["Adults Only","Core","S3","Team working & collaboration: Consistently supports colleagues and contributes towards making improvements and efficiencies.  Aware of their role within the team, how their team fits within the business, and the impact of team decisions impacts on internal and external clients.","FULLY MET"]
["Adults Only","Core","S4","Ownership & Initiative: Takes ownership for delivery in their area of responsibility. Finds ways to progress and resolve non-complex issues, adopting alternative approaches where appropriate. Escalates decisions and issues swiftly when necessary.","FULLY MET"]
["Adults Only","Core","S5","Personal development: Participates proactively in planning and recording their development activities; responds positively to feedback from colleagues. Keeps up to date with changes in all areas of the role; shows commitment to the job and the industry.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Honesty & Integrity: Truthful, sincere in their actions and does the right thing (even when not the easiest). Handles client information confidentially.","FULLY MET"]
["Adults Only","Core","B2","Adaptability: Willing to accept changing priorities and work patterns when new jobs need to be done or requirements change.","FULLY MET"]
["Adults Only","Core","B3","Enthusiasm: Shows drive and energy in their work, when things are going well and when challenges arise.","FULLY MET"]

{"sheet":"OCC0182","index":11,"n_rows":38,"n_cols":9,"rows_kept":38,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.0"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","19/11/2015"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0182 - Mortgage adviser"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","A broad awareness of the structure of the Financial Services industry and an in-depth knowledge of the structure of their own company; the purpose of the role in which they work and how this interacts with key roles associated with the mortgage advice process e.g. Customer Advisers, Underwriters, Product Providers and Compliance.","FULLY MET"]
["Adults Only","Core","K2","Understands the Financial Services legal and regulatory framework, corporate risk/governance frameworks and can identify how the relevant parts of these frameworks apply to their role. This will include what constitutes appropriate market, business and personal conduct.","FULLY MET"]
["Adults Only","Core","K3","Understands the purpose and technical content of the products advised (licensed) by the role, including the customer need that is met by the product, including the cost/benefit to the customer","FULLY MET"]
["Adults Only","Core","K4","Understands the systems and tools required to process a mortgage, and to successfully deliver the role outcomes. Has awareness of how these fit within the wider company & industry. Demonstrates an understanding of colleague's associated roles and how these interact, in order to fulfil a fully compliant mortgage advice process.","FULLY MET"]
["Adults Only","Core","K5","Knows the principles/tools of excellent customer service and company standards required in the role in order to fulfil customer needs.","FULLY MET"]
["Adults Only","Core","K6","Has an awareness of the wider mortgage sector, its customers, competitors and suppliers and the need for efficient and cost effective practices for the company to be successful. Understands the local market in which they operate, how to keep up to date with industry developments and the need to build a network of professional contacts to support the development of their business.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","The ability to elicit customer's needs through effective fact finding and questioning techniques and provides solutions thorough research and analysis. Can plan and prioritise workloads and deliver all required outputs to customers and colleagues; achieving all internal standards (e.g. service standards, accuracy, attention to detail, meeting required risk, regulatory and governance requirements).","FULLY MET"]
["Adults Only","Core","S2","Has high quality written and verbal communication skills and is able to handle a range of situations and issues that arise. Has the ability to communicate effectively with customers, colleagues, professional contacts and third party product providers.","FULLY MET"]
["Adults Only","Core","S3","An understanding of regulatory requirements by working compliantly, including data protection and treating customers fairly. Identify specific threats to the business and act appropriately in line with regulation and governance. E.g. ensuring that confidential information is only shared with the relevant people.","FULLY MET"]
["Adults Only","Core","S4","The ability to identify, generate and develop relationships that support the role. E.g. professional contacts, new business opportunities through internal/external networking and customer referrals.","FULLY MET"]
["Adults Only","Core","S5","Adheres to all relevant processes and procedures using technical ability and proficient IT skills to deliver positive outcomes for customers and the business, within the risk, regulatory and governance requirements.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Displays honesty & integrity in actions and approach to work and clients, demonstrating the principle of utmost good faith. E.g. acts honestly when dealing with customer queries, ensuring they are treated fairly whilst upholding brand values.","FULLY MET"]
["Adults Only","Core","B2","Has a willingness to accept changing priorities and work patterns when new jobs need to be done, or customer circumstances or requirements change.","FULLY MET"]
["Adults Only","Core","B3","Meets personal commitments and expectations. E.g. completing work, personal development and time keeping. Achieves Key Performance Indicators and company deliverables whilst delivering compliant customer outcomes. Tenacious in finding the best solutions.","FULLY MET"]
["Adults Only","Core","B4","The ability to go beyond the obvious, if the desired outcome is more challenging. Remains positive in challenging situations, seeking alternative ways to achieve the desired outcome for the customer.","FULLY MET"]
["Adults Only","Core","B5","Consistently supports colleagues & collaborates to achieve results. Aware of their role within the team & their impact on others.","FULLY MET"]

{"sheet":"OCC0240","index":12,"n_rows":61,"n_cols":9,"rows_kept":61,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.4"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","11/01/2024"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0240 - Insurance practitioner"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","How own role supports the insurance organisations strategic vision, commercial aims and objectives.","FULLY MET"]
["Adults Only","Core","K2","The range of potential insurance data and other information sources and how to use this to make informed judgements.","FULLY MET"]
["Adults Only","Core","K3","Take appropriate action on insurance issues within the limits of own authority and the relevant escalation procedures.","FULLY MET"]
["Adults Only","Core","K4","Engage with all relevant stakeholders - internal and/or external, to ensure successful insurance conclusions within the limits of their own authority.","FULLY MET"]
["Adults Only","Core","K5","The principles of data integrity, including its importance and application.","FULLY MET"]
["Adults Only","Core","K6","Techniques for working compliantly, including the insurance policies and procedures to be followed.","FULLY MET"]
["Adults Only","Core","K7","Techniques for verifying and recording customer information securely using an IT system.","FULLY MET"]
["Adults Only","Core","K8","Verify and record customer identity, in accordance with data protection (GDPR), Financial Conduct Authority (FCA) regulation Anti-Money Laundering/Combating the Financing of Terrorism (AML/CFT) and Know your Customer and organisational procedures.","FULLY MET"]
["Adults Only","01: Claims handler/loss adjuster","K9","Fraud indicators specific to the claims handled including the potential consequences of not managing risk.","FULLY MET"]
["Adults Only","01: Claims handler/loss adjuster","K10","The claims handling process.","FULLY MET"]
["Adults Only","02: Assistant underwriter","K11","Risk indicators specific to the underwriting processes. ","FULLY MET"]
["Adults Only","02: Assistant underwriter","K12","The underwriting limits operating within the area of responsibility.","FULLY MET"]
["Adults Only","03: Junior broker","K13","Insurance products and services available in the relevant market sector and appropriate for the client.","FULLY MET"]
["Adults Only","03: Junior broker","K14","The organisational structures and control systems that are designed to ensure efficiency and accountability.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Achieve desired business outcomes within own area of insurance responsibility, in line with the organisation's commercial aims and objectives.","FULLY MET"]
["Adults Only","Core","S2","Identify information from a range of sources to determine an appropriate course of action including a recommendation, a decision or a referral. ","FULLY MET"]
["Adults Only","Core","S3","Analyse data to make evidence based decisions.","FULLY MET"]
["Adults Only","Core","S4","Apply organisational quality assurance policies and procedures in their role and within the limits of own authority.","FULLY MET"]
["Adults Only","Core","S5","Apply appropriate method of communication for audience and circumstances.","FULLY MET"]
["Adults Only","Core","S6","Records, verifies, maintains and where appropriate, shares information.","FULLY MET"]
["Adults Only","Core","S7","Compliant with relevant governance, policies and procedures.","FULLY MET"]
["Adults Only","Core","S8","Identify work with stakeholders and creates and maintains a network of stakeholders needed to undertake casework effectively and to conclusion.","FULLY MET"]
["Adults Only","Core","S9","Balances competing priorities in order to meet deadlines.","FULLY MET"]
["Adults Only","01: Claims handler/loss adjuster","S10","Identify potential claims fraud and determine the correct action to prevent loss.","FULLY MET"]
["Adults Only","Core","S11","Builds and maintains positive relationships.","FULLY MET"]
["Adults Only","01: Claims handler/loss adjuster","S12","Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.","FULLY MET"]
["Adults Only","02: Assistant underwriter","S12","Manage insurance claims and/or payments within the limits of responsibility in line with policies and procedures.","FULLY MET"]
["Adults Only","02: Assistant underwriter","S13","Identify and manage insurance risks within the limits of responsibility in line with policies and procedures.","FULLY MET"]
["Adults Only","03: Junior broker","S14","Gather and interpret relevant information to provide a return on insurance decisions.","FULLY MET"]
["Adults Only","03: Junior broker","S15","Match client’s needs with available insurance products and services.","FULLY MET"]
["Adults Only","02: Assistant underwriter","S16","Recommend insurance and premiums decisions within the limits of responsibility and in line with organisational policies and procedures.","FULLY MET"]
["Adults Only","03: Junior broker","S17","Optimises the potential return on insurance decisions within the scope of own role by identifying and positioning the client’s case with the insurer.","FULLY MET"]
["Adults Only","Core","S18","Work as part of a team to help achieve results.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Adopts a positive approach to seeing challenging insurance related situations through to completion.","FULLY MET"]
["Adults Only","Core","B2","Actively listens and asks constructive questions in order to build relationships effective to insurance outcomes.","FULLY MET"]
["Adults Only","Core","B3","Looks to keep up to date with relevant Insurance matters by taking ownership for their own learning plan.","FULLY MET"]
["Adults Only","Core","B4","Seeks out areas of their insurance delivery that might be improved and is proactive in offering own ideas for change.","FULLY MET"]
["Adults Only","Core","B5","Displays honesty and integrity in their actions. Shows desire to do the right thing, displaying tact and diplomacy in their dealings with others.","FULLY MET"]
["Adults Only","Core","B6","Empathetic and un-bias approach to supporting customers. Show the necessary resilience and stand by difficult decisions.","FULLY MET"]

{"sheet":"OCC0245","index":13,"n_rows":57,"n_cols":9,"rows_kept":57,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.3"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","30/06/2023"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0245 - Paralegal"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Fundamentals of legal and regulatory liabilities with regards to the client and organisation to ensure compliance with all professional obligations.","FULLY MET"]
["Adults Only","Core","K2","The Law and practice relevant to the work undertaken by the team in which the apprentice works such as advocacy and mediation; commercial, corporate and business; contracts and dispute resolution; conveyancing and property; crime; employment law; criminal and civil litigation; matrimonial and family law; will drafting, probate and administration of estates.","FULLY MET"]
["Adults Only","Core","K3","Fundamentals of the wider English legal landscape, including how legislation is made; the role of common law; the courts and tribunal system; and key personnel.","FULLY MET"]
["Adults Only","Core","K4","Approaches to legal research including the use of digital resources and research tools.","FULLY MET"]
["Adults Only","Core","K5","Principles of ethical and professional frameworks and their relevance for service delivery. ","FULLY MET"]
["Adults Only","Core","K6","Approaches to data analysis and digital tools, such as spreadsheets, in arriving at loss of earnings for clients, valuations of property or estate values for probate for example.","FULLY MET"]
["Adults Only","Core","K7","Approaches to drafting legal documents including clarity and precision of language.","FULLY MET"]
["Adults Only","Core","K8","Principles of workload management including the preparation and collation of bundles, taking and filing accurate notes, closing and reviewing files, maintaining databases and version control.","FULLY MET"]
["Adults Only","Core","K9","Awareness of the commercial or economic drivers of an organisation such as time recording, billing processes and financial efficiency.","FULLY MET"]
["Adults Only","Core","K10","Awareness of cybersecurity vulnerabilities in an organisation and steps that can be taken to mitigate those risks.","FULLY MET"]
["Adults Only","Core","K11","Organisational data and information security standards, policies and procedures relevant to data management activities including legal requirements relating to the use of data, risks to confidentiality of data posed by and to stakeholder's actions.","FULLY MET"]
["Adults Only","Core","K12","The impact of diversity and inclusion such as on teamwork, stakeholder relationships and organisational strategies.","FULLY MET"]
["Adults Only","Core","K13","Fundamentals of the requirements for acting in the best interest of the client to protect clients and limit liability for negligence such as identifying and acting for vulnerable clients.","FULLY MET"]
["Adults Only","Core","K14","Fundamentals of anti-money laundering regulations in relation to legal transactions including personal and professional liability.","FULLY MET"]
["Adults Only","Core","K15","Fundamentals of administering client accounts including the principles of time-recording and charging fee structures. ","FULLY MET"]
["Adults Only","Core","K16","The activities of their occupation which contribute to their ‘professional carbon footprint’ and steps that can be taken to reduce it.","FULLY MET"]
["Adults Only","Core","K17","Principles of digital tools and software such as case management systems, databases and online drafting software.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Assist in administering procedures using most effective channels to progress caseloads.","FULLY MET"]
["Adults Only","Core","S2","Conduct legal research using selected sources such as legal databases.","FULLY MET"]
["Adults Only","Core","S3","Solve legal technical problems within their remit and escalating as needed.","FULLY MET"]
["Adults Only","Core","S4","Present findings from legal research in line with organisational expectations. ","FULLY MET"]
["Adults Only","Core","S5","Assist in applying the principles of Law to stakeholder cases. ","FULLY MET"]
["Adults Only","Core","S6","Assist with legal matters and transactions within the organisation.","FULLY MET"]
["Adults Only","Core","S7","Communicate using plain English to provide clarification and explanation of the legal process and standard legal terms.","FULLY MET"]
["Adults Only","Core","S8","Organise and administer workflow such as legal files, case management and accounting systems to progress work within service level expectations.","FULLY MET"]
["Adults Only","Core","S9","Carry out file management activities such as prepare and collate bundles, take and file accurate notes, close and review files, maintain databases and version control.","FULLY MET"]
["Adults Only","Core","S10","Use a range of digital tools and technologies, for example to draft legal documents, conduct legal research, carry out data analysis and collaborate with others.","FULLY MET"]
["Adults Only","Core","S11","Apply fraud protection measures and cyber security procedures in relation to transactions, keeping up to date with approaches.","FULLY MET"]
["Adults Only","Core","S12","Undertake activities to ensure a clear picture of a stakeholder’s needs and risks throughout legal transactions.","FULLY MET"]
["Adults Only","Core","S13","Assess risks and benefits to the stakeholder of different options and making recommendations to senior team members to ensure that they work in the stakeholders’ best interests.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Ethical and Professional - adheres to professional codes of conduct in legal activities and relationships with others.","FULLY MET"]
["Adults Only","Core","B2","Problem Solving - generates solutions to legal problems, considering different options and identifying when to escalate when problems are outside their remit.","FULLY MET"]
["Adults Only","Core","B3","Customer Service Mindset - provides a bespoke, productive and positive customer experience.","FULLY MET"]
["Adults Only","Core","B4","Growth Mindset - committed to Continuous Professional Development.","FULLY MET"]
["Adults Only","Core","B5","Collaborative and inclusive – respects diversity of thought and experience to work with stakeholders and team members.","FULLY MET"]

{"sheet":"OCC0185","index":14,"n_rows":45,"n_cols":9,"rows_kept":45,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.1"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","01/07/2019"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0185 - Senior financial services customer adviser"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Understands the role their sector plays in Financial Services, the business they work in, the end to end customer experience, the company ‘Values’, professional standards, and where their role fits in the business. ","FULLY MET"]
["Adults Only","Core","K2","Understands the different areas of the organisation they need to work with to deliver for the customer. ","FULLY MET"]
["Adults Only","Core","K3","Understands where their organisation sits in the market and its impact on / role in the local economy.","FULLY MET"]
["Adults Only","Core","K4","Broad understanding of the Financial Services legal and regulatory framework, together with how this applies to their role. Sound understanding of relevant risk and compliance requirements e.g. Information vs Advice, Regulated vs non-Regulated products, Escalation procedures, Conduct Risk, Training & Competence, Complaints, Fraud Prevention. Keeps up to date with changes.","FULLY MET"]
["Adults Only","Core","K5"," Broad understanding of the products and services offered to customers by their organisation, together with sound knowledge of the products and services, their features and benefits, relevant to their role. ","FULLY MET"]
["Adults Only","Core","K6","Understands the range of customer channels, their features and benefits.","FULLY MET"]
["Adults Only","Core","K7","Understands the systems, tools and processes used in the role, together with the standards to be met, including IT tools and digital banking solutions provided to customers. ","FULLY MET"]
["Adults Only","Core","K8","Understands how these link with other areas of the business to provide seamless solutions for customers.","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Delivers excellent service, identifying and meeting or exceeding customer requirements. Educates customers in the use of digital solutions, helping them select the appropriate channel to deal with the organisation. Builds trust and loyalty with customers. Initiates contact with customers to deepen relationships when required. Provides solutions to customers that meet their needs e.g. accounts, savings, loans, cards, insurances; or refers to specialists e.g. mortgages and regulated products. Supports the company contribution to the local community where appropriate. Develops a network of contacts e.g. solicitors, estate agents to provide opportunities and self- generates business opportunities where appropriate.","FULLY MET"]
["Adults Only","Core","S2","Uses a wide range of company systems and processes to deliver services to customers, Takes the initiative to meet challenging individual and team performance measures in line with company policy, Values, standards and regulatory requirements. Plans and organises their work to meet commitments / KPIs, not needing to be told what to do. Meets agreed business plan objectives where appropriate.","FULLY MET"]
["Adults Only","Core","S3","Consistently supports colleagues /collaborates to achieve results. Builds/maintains strong working relationships within and across teams. Works with/negotiates with other business areas to deliver to the customer, retaining ownership through to resolution. Supports and develops others in the team. Aware of own role in the team and impact on others.","FULLY MET"]
["Adults Only","Core","S4","Deals effectively with customers/colleagues, using sound interpersonal skills and communicating well through a range of media using appropriate language e.g. phone, face to face, email, social. Listens actively to understand needs and adapts their style to their audience. Influences others to meet the customer’s needs","FULLY MET"]
["Adults Only","Core","S5","Works to deliver the best customer outcome when handling problems and complaints. Uses questioning to gain insight and further information. Takes ownership through to resolution. Supports the resolution of complex complaints and handles emotive situations professionally. Meets internal and external requirements eg company policy and regulatory. Escalates as appropriate.","FULLY MET"]
["Adults Only","01: Team leadership","S6","Provides direction, inspires and motivates the team to maximise performance and service levels.","FULLY MET"]
["Adults Only","01: Team leadership","S7","Plans resources to meet service levels.","FULLY MET"]
["Adults Only","01: Team leadership","S8","Manages the performance of individuals. Supports their development e.g. through development, planning, mentoring, coaching.","FULLY MET"]
["Adults Only","01: Team leadership","S9","Works with the team to ensure all activities meet legal / regulatory / risk requirements and that all delivery required standards and reporting requirements are met.","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Identifies opportunities to improve performance and service. Takes ownership of specific changes through to implementation.","FULLY MET"]
["Adults Only","Core","B2","Seeks feedback and acts on it to improve their performance. Builds their own capability through ownership of their own development, working with their manager. Keeps up to date with relevant changes. Supports others in their development through mentoring/coaching as appropriate.","FULLY MET"]
["Adults Only","Core","B3","Truthful, sincere and trustworthy in their actions. Shows integrity by doing the right thing.","FULLY MET"]
["Adults Only","Core","B4","Maintains appropriate confidentiality at all times.","FULLY MET"]
["Adults Only","Core","B5","Adapts positively to changing work priorities and patterns when new tasks need to be done or requirements change.","FULLY MET"]
["Adults Only","Core","B6","Displays energy and enthusiasm in the way they go about their role, dealing positively with setbacks when they occur. Stays positive under pressure.","FULLY MET"]

{"sheet":"OCC0177","index":15,"n_rows":35,"n_cols":9,"rows_kept":35,"cut":false,"hidden":false,"merged":[[9,2,9,8]]}
[null,null,null,"START HERE","Standard: Key Information"]
[null,null,null,"Awarding body/Applicant:","Version Number:"]
[null,null,null,"Please type the name of awarding body/applicant here","1.0"]
[null,null,null,"Qualification name:","Date Updated:"]
[null,null,null,"Please type your qualification title here","12/11/2014"]
[null,null,null,"Programme title if applicable:"]
[null,null,null,"Please type the programme title here"]
[]
[]
[null,null,"EXAMPLE OF KSB MAPPING"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number ","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – Where the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. Where a KSB is not fully met, please provide the rationale for why you feel this is not achievable.","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
["16 - 19 & Adults","Core","K8","Health & Safety and compliance requirements of the bodyshop industry","FULLY MET","Qualification specification, pg 19-20\n\nModule 3: Health, safety and professional working practices, pg 7-8\n\n","Module 3: LO1 - Understand the importance of health and safety in the workplace. LO2 - Understand the application of health and safety legislation in the workplace. LO3 - Understand how to apply safe working practices to work activities. \nIndicative content: local, regional, national health & safety regulations, codes of practice, site safety, health & safety promotion, health & safety measures, PPE, manual handling, equipment management, waste disposal, risk management, risk assessment","Learners will be able to show a full understanding of Health & Safety and legislative requirements relevant to the role. The indicative content on Pg 19 of the qualification specification shows they will cover Health & Safety across the wider sector, and then identify some measures that may be specific to certain organisations. Learners will also analyse the role of the employer and the environment with regards to applying Health & Safety working practices and processes.","Module 3 - students will produce a written risk assessment report using a brief. There is also a short answer paper. Module 3 Assessment Brief pg 7 refers. \n"]
[]
[null,null,null,"Select as Appropriate: "]
[null,null,null,"CATEGORY"]
[null,null,null,"OPTIONS (If Applicable)"]
[null,null,null,"OCC0177 - Financial services administrator"]
[null,null,null,"Return to Guide"]
["Category Available","Core & Options","KSB","KSB Statement ","KSB coverage - select the coverage provided by the qualification from the dropdown box","Where in the qualification is the relevant content? Please reference precisely where the content you are citing as evidence is within the submitted documents - Document name/Module name/Specific page number. \n\n","Evidence - Quote or copy & paste the relevant content from your referenced qualification documents. Please provide 1 - 3 references that best evidence the KSB and only refer to content that all students will cover regardless of option choice. The information you supply in this column, in conjunction with the Supporting Comments / Rationale column (Column F) should clearly and explicitly demonstrate the declared level of KSB coverage.","Supporting Comments/Rationale – \nWhere a KSB is not fully met, please provide the rationale for why you feel this is not achievable.\n\nWhere the evidence in Column E does not clearly and explicitly provide the declared level of coverage or might not be obvious to someone who is not an expert in your qualification, use this space to explain how the level of KSB coverage is achieved by the qualification content - please be specific to the wording and meaning of the KSB statement. \n\n","Assessment method - Provide information on the method(s) used to assess this KSB and relevant assessment materials."]
[null,"Core",null,"Knowledge"]
["Adults Only","Core","K1","Financial Services market: Broad understanding of the structure of the Financial Services market, including the role of the financial adviser & product providers, customer outcomes, support services & platforms","FULLY MET"]
["Adults Only","Core","K2","Regulatory & compliance: Understands the Financial Services regulatory framework, the ethics & key principles of the advice process","FULLY MET"]
["Adults Only","Core","K3","Products: Understands the purpose & technical content of the financial services products & services provided","FULLY MET"]
["Adults Only","Core","K4","Systems & processes: Understands all systems & processes required to deliver the role outcomes & has awareness of how these fit within the wider company & industry","FULLY MET"]
[null,null,null,"Skills"]
["Adults Only","Core","S1","Quality service delivery: Consistently develops and delivers excellent service to customers, colleagues & advisers, supporting the products / services provided and adhering to ‘Treating Customers Fairly’ principles at all times","FULLY MET"]
["Adults Only","Core","S2","Customer communication & relationships: Develops effective relationships with customers & key contacts, handling & resolving issues through effective verbal/written/IT skills.","FULLY MET"]
["Adults Only","Core","S3","Team working & collaboration: Understands role within team & impact on others. Consistently endeavours to support colleagues & collaborate to achieve results","FULLY MET"]
["Adults Only","Core","S4","Planning & prioritising: Consistently adheres to systems & processes using proficient IT skills, including risk, regulatory and governance requirements","FULLY MET"]
[null,null,null,"Behaviours"]
["Adults Only","Core","B1","Honesty and Integrity: Truthful, sincere in their actions and doing the right thing (even when not the easiest)","FULLY MET"]
["Adults Only","Core","B2","Adaptability: Willingness to accept changing priorities and work patterns when new jobs need to be done, or requirements change","FULLY MET"]
["Adults Only","Core","B3","Enthusiasm: Shows drive and energy in their work, when things are going well and when challenges arise","FULLY MET"]
["Adults Only","Core","B4","Dependability: Meets personal commitments and expectations, eg completing work, timekeeping","FULLY MET"]
["Adults Only","Core","B5","Personal commitment: Proactive in their own development; commitment to the job and the industry","FULLY MET"]